"The metrics shouldn't matter. But, what [analysts are] saying right now is that they do matter because they're a feeder to the sales of apps, the sales of music and so forth," continued Chaikin. "And so, I think you can buy Apple, but I don't think that it's the lay up that it once was."

Cramer said that he admires Huberty's confidence when it comes to Apple. She's "really confident about the consumer stream, really confident that [Apple's] just trying to position the company [to be] less hardware-oriented."